Bloomberg Businessweek Bloomberg Businessweek Weekend - December 6th, 2024
23 snips
Dec 6, 2024 Ryan Kelly, Chief Investment Officer at Hennessy Funds, shares insights on the recent strong performance of small and mid-cap stocks, contrasting them with large-cap tech giants. Andy Bennett, CEO of Drives, discusses the challenges and opportunities in EV infrastructure, including General Motors' strategy shifts. Joe Kletcher advocates for expanding nuclear power in the U.S. to meet energy demands. Claire Bobineau-Fontineau, from Feeding America, addresses food insecurity faced by millions. Pat Conlon, from Wayback Burgers, highlights trends affecting the fast-casual dining landscape.
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Small-Cap Stock Advantages
- Small and mid-cap stocks are less susceptible to the influence of mega-caps.
- These smaller stocks offer better valuations and may benefit from upcoming regulatory changes.
Investment Strategy for Small-Cap Stocks
- Consider investing in small to mid-cap stocks with low price-to-sales ratios and momentum.
- Rebalance your portfolio annually to maintain alignment with your investment strategy.
Sprouts Farmers Market Example
- Sprouts Farmers Market was a successful investment, demonstrating the effectiveness of the strategy.
- Despite its past performance, it was removed from the portfolio for exceeding the target price-to-sales ratio.